How to create a category?

Modified on Mon, 24 Oct, 2022 at 3:23 PM

The Fact catalog allows you to list the various items and/or services to be invoiced to customers.

This catalog is divided into 2 levels: 

  • Categories: a category is equivalent to a range or family of products,
  • Products: an item is a good or service to be invoiced to the customer. It is attached to a previously created category.
see the article : "How to create a product?"

Create a category

  1. Go to the "Catalog" menu
  2. Click on "+" and then on the "New category" button
  3. Fill in the details of the category in the appropriate fields
    • the category reference (not required). This must be unique for each category, 
    • the VAT rate to be used by default on the products that will be attached to this category,
    • the label of the category,
    • the description (not mandatory),
    • the sales accounts to be used when transferring to the accounts, by VAT rate.

      For more information on sales accounts and VAT rates, contact the accounting firm.

  4. Click on "Save" to validate the creation of the category

Edit / delete a category

Once the category is created, it is possible to :

  • Display the attached products by clicking on the category
  • Modify the information of the category:
    1. Click on the button with the 3 small dots located at the end of the category on the right
    2. Make the desired changes
    3. Click on "Save" to take the changes into account.
  • Delete the category

    Once  product in the category has been used in a document, it can no longer be deleted.

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